Purchases and Sales Made in Q2 2022 in Spdr Ser Tr Spdr Portfolio Mor (SPMB)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Mor (SPMB) during Q2 2022. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO MOR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-146K- 39.78% |
$3.22M - $3.49M
|
222K
$4.81M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-147K- 91.41% |
$3.23M - $3.5M
|
13.8K
$300K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-157K- 50.92% |
$3.45M - $3.74M
|
151K
$3.28M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-165KClosed |
$3.62M - $3.93M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-173K- 25.75% |
$3.8M - $4.11M
|
498K
$10.8M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-181K- 90.53% |
$3.99M - $4.32M
|
19K
$412K
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-210K- 13.12% |
$4.62M - $5.01M
|
1.39M
$30.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-242K- 80.5% |
$5.33M - $5.78M
|
58.7K
$1.28M
|
|
|
Oct 28, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-253K- 50.0% |
$5.58M - $6.04M
|
253K
$5.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-270K- 6.56% |
$5.94M - $6.43M
|
3.84M
$83.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-339K- 65.27% |
$7.47M - $8.09M
|
181K
$3.92M
|
|
|
Jan 12, 2024
Q2 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-361K- 53.26% |
$7.95M - $8.62M
|
317K
$6.89M
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-597K- 88.15% |
$13.1M - $14.2M
|
80.2K
$1.74M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.39M- 66.59% |
$52.5M - $56.9M
|
1.2M
$26M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.12M- 4.6% |
$135M - $146M
|
127M
$2.75B
|